YGLD vs DGP overlap
1 institutions report holding both YGLD and DGP.
YGLDDGP
Pick 2 to 4 ETFs.
We don’t have holdings for DGP. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
1
institutions report holding both, of 28 holding any
YGLD0.0% of its 13F dollars, 6.3% of its 16 holders
DGP1.3% of its 13F dollars, 7.7% of its 13 holders
Largest institutions holding both
| Firm | YGLD | DGP |
|---|---|---|
| IFP Advisors, Inc | $503 | $107K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: YGLD institutional holders, DGP institutional holders.
Frequently asked questions
Do institutions hold both YGLD and DGP?
1 Form 13F filers report positions in both, out of 28 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.